Yearend Financial Check-up & Tax Moves

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

It's that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Have you completed all the financial goals you set this year? Reviewed your medical coverage? Executed your tax planning for the year? Set your preliminary tax strategy and retirement distribution plan for next year? If not, there is still time!

Listen to Tyler Emrick, CFA®, CFP®, discuss how True Wealth Design ensures your important financial tasks get handled so you stay on track and pay no more than your fair share in tax.

Here’s some of what we discuss in this episode:

• Prioritizing tax planning and determining what items need attention before December 31.
• What we discuss during our Yearend Tax and Investment Review meetings.
• Looking back on your financial goals at the beginning of the year and comparing that to where you are now.
• Why you should be taking a closer look at your benefits for the next year.
• Looking at spending for the next year and setting income targets.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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